Finn Puklowski
🚨Prediction: all decode silicon is going to be sold out for a decade at least.. follow the 🧵......
1 hour ago•Finn Puklowski•FPuklowski
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Nvidia reportedly plans to invest in d-Matrix, whose Raptor inference chips are designed to integrate with Nvidia MGX racks via NVLink Fusion; the post says racks are expected in Q4 2027. d-Matrix reports 0.37 pJ/bit on early silicon and targets 100+ TB/s per card, compared with an HBM4 reference of about 18 TB/s at 2–3 pJ/bit.

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About Finn Puklowski
Finn Puklowski

Finn Puklowski

By FPuklowski

ceo @ https://t.co/2EB7cIGTCv - the world's fastest ai neocloud - with no GPUs